Hedgeopolis New York Conference Guide

PRESENTED BY

PROGRAM GUIDE NOVEMBER 3 -4 2014 HEDGEOPOLIS

Connecting Industry Leaders Inspiring Opportunity Founded in 1996 the Hedge Fund Association HFA is a leading global nonprofit trade and nonpartisan lobbying organization devoted to advancing transparency development education and trust in alternative investments Membership in HFA includes hedge fund firms global financial institutions with hedge fund offerings including private banks asset management firms and broker dealers investors including funds of hedge funds family offices public and private pension funds endowments and foundations high-net-worth individuals allocators and service providers including prime brokers administrators custodians auditors attorneys risk managers technology firms third party marketers and other industry consultants HFA seeks to help craft public policy and foster opportunities in the global hedge fund and alternative asset management industry It acts as an advocate for members by issuing policy statements and position papers to investors the media regulators and legislators Members of the HFA also serve their communities by supporting philanthropic causes In the US the HFA has chapters in the Northeast Southeast Midwest and Southwest Internationally the HFA has chapters in Europe Asia Australia Latin America and the Cayman Islands HFA works on behalf of the entire hedge fund industry including more than 11000 hedge funds in the US and abroad which collectively manage in excess of $26 trillion in assets

Award Winning Hedge Fund Marketing Firm Agecroft Partners is a global award-winning hedge fund consulting and marketing firm that has won 21 awards as the hedge fund Marketing Firm of the Year Agecroft strives to be a thought leader in the hedge fund industry and frequently writes white papers relative to trends they see in the hedge fund industry by leveraging the knowledge they gain through the thousands of investors they are in contact with on a regular basis Additionally Agecroft has emerged as one the most sought after firms by industry conferences and the media for the companyrsquos views on the hedge fund marketplace and institutional investors Members of the Agecroft Partners team have spoken at over 80 alternative investment conferences have appeared in hundreds of industry articles and are regular guests on business television including Bloomberg CNBC Reuters Insider Fox Business News and CCTV

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1130 -100pm Registration amp Networking

100-130 pm Conference Chairman opening remarks Don Steinbrugge CFA Chairman Agecroft Partners Director Hedge Fund Association

130-230pm Hedge fund consultants round table bull What are the most important metrics consultants consider when evaluating a hedge fund bull What specific research process do consultants use to evaluate hedge funds bull What hedge fund strategies are clients currently looking for Panelists Adam Perez Investment Director Cambridge Associates Neil Sheth Partner NEPC LLC Kevin Conroy Senior Research Analyst - Hedge Strategies Fund Evaluation Group Alan Kosan SVP Head of Alpha Research Segal Rogerscasey Moderator Ron Geffner Partner Sadis amp Goldberg LLP Vice-President Hedge Fund Association

230-330pm Forecasting expected returns from various hedge fund strategies given current valuations bull What returns should investors expect over the next 12 month and 36 months bull How much additional return do you expect from best of breed managers in each strategy bull What niche strategies investors should be focusing on Panelists David Saunders Founding Managing Director K2 Advisors Andrew McCaffery Global Head of Alternatives Aberdeen Asset Management Clark Cheng CFA FRM Managing Director Head of US Manager Research HSBC Sourav Sengupta Vice President Portfolio Manager AIG Moderator David Friedland President Magnum US Investments Inc Chairman Hedge Fund Association

330-400pm Fireside Chat with Anthony Scaramucci Anthony Scaramucci Co-Managing Partner and Founder SkyBridge Capital Mitch Ackles President Hedge Fund Association and CEO Hedge Fund PR

400-430pm Networking Break

430-530pm Understanding the benefits and pitfalls of investing in emerging managers bull What are the advantages of investing in smaller managers bull What do you need to do differently in evaluating an emerging manager bull Opportunities in seeding acceleration and first loss funds Panelists Scott Schweighauser Partner President and Portfolio Manager Aurora Investment Management Ted Seides CFA President and Co-CIO Proteacutegeacute Partners LLC David Katz President and COO Larch Lane Advisors LLC Craig Bergstrom CIO Corbin Capital Partners Moderator Brian Lasher Principal Investment Research Federal Street Partners

530-730pm Cocktail Reception amp Networking

AGENDA - MONDAY NOVEMBER 3

730 -900am Continental Breakfast amp Networking

900-1000am Managing a hedge fund portfolio in an uncertain macro environment

Where to find andor how to manufacture uncorrelated returns CTAs Global macro Other

How should institutional portfolios address Tail Risk (and other types of) Hedging

How does one balance risk return and liquidity today Panelists Darren Wolf CFA Managing Director and Head of Research Arden Asset Management Chris Solarz Managing Director Head of Global Macro Strategies Cliffwater LLC Jon Blumenfeld Portfolio Manager Permal Asset Management Andrew Fisch Chief Investment Officer SSARIS Moderator Peter Fell Senior Vice President amp Director of Investment Due Diligence Kenmar Olympia

1000-1100am Opportunities in fixed-income oriented hedge fund strategies Panelists Tom Williams CFA Chief Investment Officer Pine Grove Asset Management Ronan Cosgrave Managing Director at Pacific Alternative Asset Management Company Vincent Matsui Global Head of Credit Strategies EIM Management Chris Acito CEO Gapstow Capital Partners Moderator Kenneth Heinz CFA President Hedge Fund Research Inc

1100-1130am Networking Break

1130-1230pm Adding value in long short equity Panelists David Storrs President and CEO Alternative Investment Group Scott Merkel CFA Director and Head of Equity Strategies Lyxor Asset Management Chris Umscheid Director Head of Hedge Fund Research Group Deutsche Bank Securities Inc Ohm Srinivasan Managing Director Atlantic Trust Private Wealth Management Moderator Leslie Lake CIO of Invus Financial Advisors LLC

1230-200pm Lunch amp Networking

200-300pm How to source and screen top quality managers Panelists Daniel Schatzman Head of Research for the Wolfson Group Mark Graham President Blue Alternative Asset Management Thad S Glowacki Partner Mangham Associates Bei Saville Director of Alternatives Helmsley Trust Moderator Lawrence Delevingne Enterprise Reporter CNBC

AGENDA - TUESDAY NOVEMBER 4

300 -400pm More on Emerging Managers bull Do they have a performance advantage over larger managers bull What strategies do they have the greatest investment edge bull What is more important between the size of the fund and newness of firm bull What trends are you seeing relative to founders share class Panelists Paul Zummo CIO JP Morgan Alternative Asset Management Timothy G Berry CFA Partner and Head of Hedge Funds Private Advisors LLC Susan Webb CEO and CIO Appomattox Advisory Alifia Doriwala Senior Partner and Managing Director Rock Creek Group Moderator Ronen Schwartzman Founder CIO Ten Capital Advisors LLC


430-530pm Investor viewpoints from endowments foundations pensions and family offices Panelists Colin Ambrose Chief Investment Officer UJA-Federation of New York Rob Blandford CFA President amp Chief Investment Office Spider ManagementUniversity of Richmond Jonathan Hook Chief Investment Officer The Harry and Jeanette Weinberg Foundation Katherine Molnar CFA Senior Investment Officer Fairfax County Retirement Systems Moderator Michael Hennessy Co-Founder and Director of Investments Morgan Creek Capital Management


PLATINUM SPONSOR GOLD SPONSOR


BRONZE SPONSORS

SILVER SPONSORS

MEDIA PARTNERS

EXHIBITION HALL

Connecting Industry Leaders Inspiring Opportunity Founded in 1996 the Hedge Fund Association HFA is a leading global nonprofit trade and nonpartisan lobbying organization devoted to advancing transparency development education and trust in alternative investments Membership in HFA includes hedge fund firms global financial institutions with hedge fund offerings including private banks asset management firms and broker dealers investors including funds of hedge funds family offices public and private pension funds endowments and foundations high-net-worth individuals allocators and service providers including prime brokers administrators custodians auditors attorneys risk managers technology firms third party marketers and other industry consultants HFA seeks to help craft public policy and foster opportunities in the global hedge fund and alternative asset management industry It acts as an advocate for members by issuing policy statements and position papers to investors the media regulators and legislators Members of the HFA also serve their communities by supporting philanthropic causes In the US the HFA has chapters in the Northeast Southeast Midwest and Southwest Internationally the HFA has chapters in Europe Asia Australia Latin America and the Cayman Islands HFA works on behalf of the entire hedge fund industry including more than 11000 hedge funds in the US and abroad which collectively manage in excess of $26 trillion in assets

Award Winning Hedge Fund Marketing Firm Agecroft Partners is a global award-winning hedge fund consulting and marketing firm that has won 21 awards as the hedge fund Marketing Firm of the Year Agecroft strives to be a thought leader in the hedge fund industry and frequently writes white papers relative to trends they see in the hedge fund industry by leveraging the knowledge they gain through the thousands of investors they are in contact with on a regular basis Additionally Agecroft has emerged as one the most sought after firms by industry conferences and the media for the companyrsquos views on the hedge fund marketplace and institutional investors Members of the Agecroft Partners team have spoken at over 80 alternative investment conferences have appeared in hundreds of industry articles and are regular guests on business television including Bloomberg CNBC Reuters Insider Fox Business News and CCTV

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BRONZE SPONSORS

SILVER SPONSORS

MEDIA PARTNERS

EXHIBITION HALL



























BRONZE SPONSORS

SILVER SPONSORS

MEDIA PARTNERS

EXHIBITION HALL

MEDIA PARTNERS

EXHIBITION HALL

EXHIBITION HALL

Hedgeopolis New York Conference Guide

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